Insurance Agents/Agencies

LeadPro 24|7 helps Insurance Agency professionals to Close more Sales by capturing sales leads from multiple sources and lead providers, distributing automatically, proactively managing, and tracking various insurance leads. Integrated Email Marketing Automation helps nurture prospects by informing and engaging them and leads to high Conversion Rates.

LeadPro 24|7 is an integrated Insurance Lead Distribution, Tracking and Management, Email Marketing Automation and Online Survey solution suitable for Insurance Sales industry professionals (such as national marketing organizations, agencies, brokers, agents). It caters to Auto Insurance, Home Insurance, Health Insurance / Medical Insurance, Life Insurance, Annuities, Long Term Care Insurance, Business / Commercial Insurance, Renters Insurance, Boat / RV Insurance, and Senior Health Insurance among others.

Specially configured features and reports are available for use by insurance industry professionals. If you are a large or national insurance sales and service marketing organization (NMO), we will customize specific workflow setup and configuration.

  • Capture or aggregate Lead and Prospect information from your corporate web sites, telephone calls and third party Insurance Lead Providers (such as, InsureMe.Com, InsWeb.Com / AgentInsider.Com, AllWebLeads.Com, InsuranceDesk.Com, InsuranceLeads.Com, ZipSearch.Com,, etc.).

  • Assign / Distribute / Reassign sales leads - extensive auto assignment rules - by geography, by area code, by zip code, by round robin method.

  • Instant / Real Time Alert Notifications to insurance agents via email messages optimized for iPhone and other smart phones.

  • Follow-up through phone calls and emails and log the follow-up activities in the system.

  • Engage and inform the prospects with Drip Email Marketing Campaigns by sending notifications, electronic¬†newsletters and reminders.

  • Send newsletters, special offers, event invitations, etc. using email blasts with your own pre-defined templates.

  • Track email opens and click thru activities using extensive email campaign statistics reports.

  • Manage Leads - Alerts, Reminders, Log Follow-up Activities.

  • Monitor lead follow-up activities with simple, graphically represented reports.

  • Convert more Leads to Sales.

  • Survey prospects and customers for feedback and satisfaction measurement using integrated web based survey software module with real time survey response analysis.

  • Extensive Reporting Metrics such as Lead Conversion Rate, Lead Volume Analysis, Lead Analysis by Source / Source Group, and Lead Conversion Analysis by Sales Agent.

For more details and see how LeadPro 24|7 system can be used to capture, distribute, track and manage insurance sales leads, and create, send and track email newsletter campaigns, please visit Product Overview pages. Or request a Free Trial (no obligation, no commitment, no contract) and test drive the service to see how it fits your requirements.